+227.4%
HPE vs HUT
+371.2%
-143.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +8.3% | -2.1% | +4.9% |
| 7D | -7.1% | +3.7% | -10.8% | -8.1% |
| 30D | -35.3% | -32.3% | -2.9% | -31.8% |
| 3M | -10.4% | -35.6% | +25.2% | -5.5% |
| 6M | +52.5% | -42.1% | +94.6% | +61.7% |
| YTD | +100.3% | +24.1% | +76.2% | +87.5% |
| 1Y | +106.4% | +27.9% | +78.5% | +90.3% |
| 3Y | +227.4% | +409.1% | -181.7% | +153.6% |
| All | +227.4% | +371.2% | -143.8% | +153.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling